We are combining our Medicare and IRA workshops into one evening with a complimentary meal.
With over 6,000 people starting their Medicare journey each day, and Health Insurance ranking as the HIGHEST annual expense during retirement years, it makes sense to ensure that you are well educated on your rights and abilities.
Can you afford a 50% penalty for making a mistake after 70? We'll discuss ways to optimize your RMD's and ensure that neither market losses or excessive taxation has an adverse effect on your loved ones or your ability to draw monthly income.
As the market hits record highs once again, and fewer baby boomers can rely on pension plans. Annuity strategies are once again popular and "can be" a solid addition to your retirement portfolio. YOUR SAVING GRACE -or- BIGGEST MISTAKE?